Madison Wealth Partners, Inc Incresed Positions in Q3 2024

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
41.3K
+ 5.15%
$57.47 - $62.76 $2.38M - $2.59M
844K $52.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14.6K
+ 6.51%
$87.56 - $95.49 $1.28M - $1.39M
238K $22.8M
VIG
Vanguard Dividend Appreciation

ETFs
15.2K
+ 195.39%
$182.15 - $182.15 $2.76M - $2.76M
22.9K $4.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32K
+ 25.14%
$59.93 - $66.52 $1.91M - $2.13M
159K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.99K
+ 26.89%
$434.77 - $502.96 $1.73M - $2.01M
18.8K $9.19M
AAPL
Apple Inc.

Technology
5.14K
+ 14.67%
$207.23 - $234.82 $1.07M - $1.21M
40.2K $9.36M
IVV
Ishares Core S&P 500 ETF

ETFs
777
+ 2.69%
$520.18 - $576.82 $404K - $448K
29.7K $17.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.44K
+ 18.04%
$517.38 - $573.86 $747K - $829K
9.45K $5.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.42K
+ 1.32%
$57.32 - $62.65 $139K - $151K
185K $11.6M
NVDA
Nvidia Corp

Technology
6.23K
+ 51.96%
$98.91 - $134.91 $616K - $840K
18.2K $2.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635
+ 1.23%
$105.53 - $118.34 $67K - $75.1K
52.2K $6.11M
MSFT
Microsoft Corp

Technology
1.99K
+ 12.03%
$395.15 - $467.56 $786K - $930K
18.5K $7.97M
MGEE
Mge Energy Inc

Utilities
503
+ 1.61%
$73.49 - $92.42 $37K - $46.5K
31.8K $2.91M
AMZN
Amazon Com Inc

Consumer Cyclical
3.37K
+ 19.65%
$161.02 - $200.0 $542K - $673K
20.5K $3.82M
IEFA
Ishares Tr

ETFs
3.12K
+ 7.88%
$70.09 - $78.74 $219K - $246K
42.8K $3.34M
GOOGL
Alphabet Inc.

Communication Services
3.63K
+ 31.3%
$148.65 - $191.18 $540K - $694K
15.2K $2.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.48K
+ 4.54%
$44.65 - $47.21 $200K - $212K
103K $4.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.15K
+ 19.58%
$92.63 - $105.69 $292K - $333K
19.3K $2.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.79K
+ 31.44%
$75.47 - $83.18 $286K - $315K
15.8K $1.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 9.04%
$405.19 - $478.57 $122K - $144K
3.62K $1.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
456
+ 25.69%
$475.2 - $527.7 $217K - $241K
2.23K $1.18M
AVGO
Broadcom Inc.

Technology
2.72K
+ 1968.12%
$136.27 - $1745.86 $370K - $4.74M
2.85K $492K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.75K
+ 21.18%
$36.98 - $41.55 $175K - $197K
27.1K $1.12M
LLY
Eli Lilly & CO

Healthcare
284
+ 46.56%
$772.14 - $960.02 $219K - $273K
894 $792K
COST
Costco Wholesale Corp

Consumer Defensive
227
+ 22.59%
$801.83 - $917.05 $182K - $208K
1.23K $1.09M
ILCV
Ishares Morningstar Value ETF

ETFs
232
+ 0.62%
$75.47 - $82.2 $17.5K - $19.1K
37.5K $3.08M
V
Visa Inc.

Financial Services
727
+ 25.49%
$253.74 - $291.56 $184K - $212K
3.58K $984K
VB
Vanguard Small Cap ETF

ETFs
561
+ 40.56%
$214.77 - $237.72 $120K - $133K
1.94K $461K
DE
Deere & CO

Industrials
226
+ 15.38%
$344.84 - $418.0 $77.9K - $94.5K
1.7K $707K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.74K
+ 10.6%
$38.49 - $41.61 $105K - $114K
28.6K $1.19M
VUG
Vanguard Growth ETF

ETFs
133
+ 1.63%
$341.08 - $391.94 $45.4K - $52.1K
8.3K $3.19M
BAC
Bank Of America Corp

Financial Services
3.2K
+ 15.24%
$36.65 - $44.13 $117K - $141K
24.2K $961K
VGT
Vanguard Information Technolog

ETFs
167
+ 8.46%
$514.43 - $606.85 $85.9K - $101K
2.14K $1.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
108
+ 0.93%
$77.02 - $85.06 $8.32K - $9.19K
11.7K $992K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 1.67%
$333.64 - $405.2 $7.01K - $8.51K
1.28K $517K
VO
Vanguard Mid Cap ETF

ETFs
215
+ 20.5%
$237.84 - $263.83 $51.1K - $56.7K
1.26K $333K
OEF
Ishares S&P 100 ETF

ETFs
234
+ 6.03%
$266.03 - $266.03 $62.3K - $62.3K
4.12K $1.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
101
+ 1.28%
$113.41 - $125.62 $11.5K - $12.7K
7.97K $1M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.61%
$245.82 - $304.51 $4.18K - $5.18K
1.07K $326K
JNJ
Johnson & Johnson

Healthcare
23
+ 0.93%
$145.48 - $167.38 $3.35K - $3.85K
2.5K $404K
CSCO
Cisco Systems, Inc.

Technology
15
+ 0.22%
$44.74 - $53.22 $671 - $798
6.9K $367K
BALT
Innovator Etfs Tr
470
+ 1.39%
$29.76 - $30.83 $14K - $14.5K
34.3K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
74
+ 3.71%
$160.76 - $177.82 $11.9K - $13.2K
2.07K $358K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
259
+ 1.76%
$51.78 - $52.98 $13.4K - $13.7K
14.9K $791K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
196
+ 1.48%
$49.93 - $51.15 $9.79K - $10K
13.4K $687K
FDN
First Tr Fd Dow Jones

ETFs
50
+ 3.0%
$183.68 - $212.48 $9.18K - $10.6K
1.72K $363K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$37.32 - $51.8 $37.3 - $51.8
5.77K $292K
PEP
Pepsico Inc

Consumer Defensive
55
+ 2.96%
$161.9 - $179.3 $8.9K - $9.86K
1.91K $325K
SUB
Ishares Short Term National Mu

ETFs
89
+ 1.71%
$104.3 - $106.3 $9.28K - $9.46K
5.31K $563K
Activity Summary
Buys All Purchases 86 New Holdings 25 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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